CRM Integration
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cosmic
Reckon Developer Partner Posts: 1,075 ✭✭✭
We have noticed, the use of CRMs like ZOHO, SugarCRM, Sales Force, has been increasing and there are lots of RA users .We are able to help if you are having problems and wish to integrate into RA. Can also look into zen cart integration.
Cosmic Accounting Group
Accountants and Tax Agents 22397009
1
Comments
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G'day Chandra. Good suggestion, as you know from our discussions, we are very keen on integrating sugarCRM (and now suiteCRM) into RA environment, for WORKFLOW opportunities, particularly for the Building/Construction Industry. Its definitely a growing space
Gary
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Thanks Gary
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Hello Chandra
Do you have any plans to develop CRM integration (specifically Sales Force) into Reckon One?
Thanks,
Patrick
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Yes we can if there is some one keen we have api
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Hi Chandra,
I'm certainly interested in the Zoho connection (light weight & economical for a small service business).
We are just starting out and Zoho looks like it fits us. We are planning on expanding to Reckon Hosted.0 -
Can Reckon be integrated with Infusionsoft? Has anyone tried it?
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Its US based crm, i doubt they have open api, but if you are able to get into on excel or csv , we can automate into RA
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Infusionsoft definitely integrates with Quickbooks but I'm not aware of anyone integrating with Reckon. It can import/export data in excel or CSV. I have an Infusionsoft consultant wanting a contact at Reckon to discuss this. Can I pass on your name, and telephone number please?0
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YES, nearly all US based CRM integrates with Intuits accounting products.
yes, no problems , you can give my info to ANY ONE requiring integration.We are Reckon Partners and developers.
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Hi Anne,
Can you please contact me directly and I can let you know the current status of the InfusionSoft / Reckon integration and also clarify who you have been talking to at their end. Email community@reckon.com; Attention the email to Jason Hollis
Kind regards,
Jason0
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